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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,469 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,468 | $54,573-7.5% | $90,951-44.5% | $73,488-31.3% |
| Participation rate | 76.8% | 61.2%+15.6pp | 69.0%+7.8pp | 70.7%+6.1pp |
| Annual return | 8.91% | 16.69%-7.8pp | 134.60%-125.7pp | 28.51%-19.6pp |
| Employer contribution / active EE | $785 | $991-20.8% | $2,122-63.0% | $2,270-65.4% |
| Participant deferral / active EE | $2,381 | $2,517-5.4% | $3,373-29.4% | $3,740-36.3% |
| Admin fee / account holder | $42 | $521-91.9% | $5,959-99.3% | $513-91.8% |